Financial Planning Software and Retirement Planning Software
Financial planning software and retirement planning software from Cygnus Software, Inc. Cygnus provides sales tools for financial planners and insurance agents. Our IncomeMax needs analysis and financial planning software simplifies the sale of insurance and financial products. IncomeMax allows advisors and agents to quickly evaluate their client's financial situation, areas of need, and position product solutions.
IncomeMax

Professional financial planning software

Easy-to-Use and Easy-to-Explain

Whether addressing a life insurance needs review or a comprehensive retirement plan, IncomeMax is easy to use yet powerful and produces output that is simple for clients to understand.

Quickly address clients most common needs:

  • Retirement Planning
  • College Funding
  • Survivor Needs
  • Disability
  • Long Term Care

    • Create cases in 20 minutes or less, increase client confidence and close more sales.
    What's New
    "Looking for a simple tool to create illustrations and quickly show clients planning concepts, IncomeMax is a good choice," said Andrew Gluck, in Investment Advisor magazine.
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    Cygnus Software's IncomeMax Selected by Hall Benefit Group
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    Cygnus Software Integrates IncomeMax Needs Analysis and Financial Planning Software with Act4Advisors
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    Cygnus Software is a U.S. based corporation and does not outsource any of its functions